DG
David J. Granger
THE RETIREMENT SOLUTION LLC
Mt. Vernon, WA 98273
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CRD#: 7364512
DG
Professional summary
David Jay Granger is a registered financial advisor currently at THE RETIREMENT SOLUTION LLC located in Mt. Vernon, Washington.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David Jay Granger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 16, 2026 - Present
THE RETIREMENT SOLUTION LLC
Office #1: 1600 Continental Place Suite 105, Mt. Vernon, WA 98273RIA
CRD#: 148106
Mt. Vernon, WA
Past
October 14, 2025 - December 18, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Anacortes, WA
Past
October 14, 2025 - December 18, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Anacortes, WA
Past
April 4, 2022 - October 16, 2025
SATURNA CAPITAL CORPORATION
RIA
CRD#: 25586
BELLINGHAM, WA
Past
November 18, 2021 - October 16, 2025
SATURNA BROKERAGE SERVICES, INC
BD
CRD#: 18437
BELLINGHAM, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
THE RETIREMENT SOLUTION LLC
ABSOLUTE RETURN SOLUTIONS INC. | THE RETIREMENT SOLUTION LLC | THE RETIREMENT SOLUTION INC. | ABSOLUTE RETURN SOLUTIONS, INC.
CRD#: 148106 / SEC#: 801-113783
RIA
Registered Investment Advisory firm - (8/1/2018 Approved)Arizona
Registered Investment Advisory firm - (9/10/2018 Terminated)California
Registered Investment Advisory firm - (10/10/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/11/2018 Terminated)Idaho
Registered Investment Advisory firm - (9/10/2018 Terminated)Texas
Registered Investment Advisory firm - (9/10/2018 Terminated)Utah
Registered Investment Advisory firm - (9/10/2018 Terminated)Washington
Registered Investment Advisory firm - (10/10/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(1/16/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/18/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
TR
THE RETIREMENT SOLUTION LLC
ABSOLUTE RETURN SOLUTIONS INC. | THE RETIREMENT SOLUTION LLC | THE RETIREMENT SOLUTION INC. | ABSOLUTE RETURN SOLUTIONS, INC.
CRD#: 148106 / SEC#: 801-113783
RIA
Registered Investment Advisory firm - (8/1/2018 Approved)Arizona
Registered Investment Advisory firm - (9/10/2018 Terminated)California
Registered Investment Advisory firm - (10/10/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/11/2018 Terminated)Idaho
Registered Investment Advisory firm - (9/10/2018 Terminated)Texas
Registered Investment Advisory firm - (9/10/2018 Terminated)Utah
Registered Investment Advisory firm - (9/10/2018 Terminated)Washington
Registered Investment Advisory firm - (10/10/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
18300 Redmond Way Suite 250, Redmond, WA 98052
Mailing Address
Phone number
(425) 558-3700
Established
Firm type
Fiscal year end
# of Employees
33
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,888 |
| AUM (Assets Under Management) | $ 573,254,942 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE RETIREMENT SOLUTION LLC
CRD#: 148106Mt. Vernon, WA 98273TRUST BUT VERIFY
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